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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,564 | $72,273+68.2% | $101,275+20.0% | $79,856+52.2% |
| Participation rate | 93.8% | 68.5%+25.4pp | 75.8%+18.0pp | 69.6%+24.2pp |
| Annual return | 16.21% | 22.30%-6.1pp | 46.48%-30.3pp | 31.71%-15.5pp |
| Employer contribution / active EE | $13,364 | $2,691+396.6% | $3,660+265.1% | $2,471+440.8% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |